Ledge Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-904
| Closed | -$226K | – | 66 |
|
|
2023
Q3 | $226K | Buy |
904
+99
| +12% | +$24.8K | 0.1% | 58 |
|
|
2023
Q2 | $211K | Sell |
805
-341
| -30% | -$89.3K | 0.1% | 59 |
|
|
2023
Q1 | $238K | Buy |
+1,146
| New | +$238K | 0.11% | 60 |
|
|
2022
Q4 | – | Sell |
-1,109
| Closed | -$294K | – | 74 |
|
|
2022
Q3 | $294K | Sell |
1,109
-235
| -17% | -$62.3K | 0.18% | 58 |
|
|
2022
Q2 | $302K | Buy |
1,344
+60
| +5% | +$13.5K | 0.19% | 60 |
|
|
2022
Q1 | $461K | Buy |
+1,284
| New | +$461K | 0.29% | 55 |
|